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Positions report (PDF)

Overview

This is a template you can use to build customized positions reports. Import the template in the jsreport UI. Once the template is imported, you can generate the report from FA Back (for more information, see Generate reports for portfoliosin FA User guide).

The sample-positionsReportPDF.jsrexport file is a template for the Positions report that you can use and customize if needed.

Positions_report.PNG

Important

The report requires shared folders to function correctly, see Sample reports.

Highlights

This template includes the following:

  • a GraphQL query to fetch transactions

  • header and footer

  • number and date formatting based on locale

Files

Positions report template:

sample-positionsReportPDF.jsrexport

Shared folders containing header, footer, images and translations:

sample-sharedFolders.jsrexport

In this section: